Best Focused Mutual Funds December 2024

  • Hdfc Focused 30 Fund is the top performing fund in the Focused Fund category. The fund has delivered return of 20.31% in 1 year, 20.68% in 3 years, 21.46% in 5 years and 13.35% in 10 years. The category average for the same periods is 14.72%, 11.77%, 16.58% and 12.67% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 11.25, VaR of -12.81, Average Drawdown of -3.63, Semi Deviation of …
  • Invesco India Focused Fund has exhibited very good performance in the Focused Fund category. The fund has rank of 3 out of 22 funds in the category. The fund has delivered return of 29.08% in 1 year and 16.32% in 3 years. The category average for the same periods is 14.72% and 11.77% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.85, VaR of -16.52, Average Drawdown of -5.96, …
  • Bandhan Focused Equity Fund has exhibited very good performance in the Focused Fund category. The fund has rank of 4 out of 22 funds in the category. The fund has delivered return of 22.77% in 1 year, 13.6% in 3 years, 16.46% in 5 years and 11.73% in 10 years. The category average for the same periods is 14.72%, 11.77%, 16.58% and 12.67% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …
  • Icici Prudential Focused Equity Fund has shown good performance in the Focused Fund category. The fund has rank of 5 out of 22 funds in the category. The fund has delivered return of 20.12% in 1 year, 16.62% in 3 years, 22.17% in 5 years and 13.13% in 10 years. The category average for the same periods is 14.72%, 11.77%, 16.58% and 12.67% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard …
  • JM Focused Fund has exhibited very good performance in the Focused Fund category. The fund has rank of 2 out of 22 funds in the category. The fund has delivered return of 14.78% in 1 year, 15.75% in 3 years, 14.97% in 5 years and 12.5% in 10 years. The category average for the same periods is 14.72%, 11.77%, 16.58% and 12.67% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
20.31% 20.68% 21.46% 13.24% 13.35% 21.72% 22.25% 22.94% 14.52% 14.60% 11.25% -5.26% -12.81% 11.40% 0.79 0.75 1.37
2
14.78% 15.75% 14.97% 11.58% 12.50% 16.50% 16.99% 16.29% 12.97% 13.99% 13.14% -11.57% -14.57% 9.86% 0.88 0.53 0.95
3
29.08% 16.32% % % % 30.84% 18.02% % % % 14.85% -18.54% -16.52% 5.65% 0.98 0.44 0.84
4
22.77% 13.60% 16.46% 10.96% 11.73% 24.37% 15.10% 18.02% 12.49% 13.36% 13.82% -15.06% -14.12% 4.01% 0.86 0.40 0.68
5
20.12% 16.62% 22.17% 15.39% 13.13% 21.56% 18.09% 23.68% 16.73% 14.47% 13.26% -9.45% -15.72% 5.58% 0.92 0.47 0.88
6
18.81% 12.88% % % % 20.58% 14.67% % % % 12.39% -13.60% -14.10% 4.42% 0.88 0.34 0.64
7
14.30% 11.70% % % % 15.67% 13.20% % % % 14.27% -16.19% -15.45% 1.75% 0.97 0.30 0.56
8
16.74% 15.92% % % % 18.68% 18.05% % % % 13.52% -9.49% -13.84% 4.71% 0.94 0.42 0.82
9
12.04% 12.34% 17.26% % % 13.67% 14.12% 19.27% % % 13.42% -11.22% -15.29% 2.58% 0.96 0.34 0.64
10
14.01% 13.26% 18.64% 13.23% 13.01% 14.92% 14.19% 19.62% 14.23% 14.14% 12.85% -10.52% -14.41% 3.33% 0.90 0.36 0.72
11
15.06% 11.07% 15.39% 12.00% 11.76% 16.15% 12.14% 16.47% 13.07% 12.88% 12.94% -12.22% -15.81% 1.71% 0.98 0.24 0.45
12
14.85% 12.16% 14.01% 11.64% 11.48% 16.06% 13.35% 15.23% 12.78% 12.52% 15.05% -16.32% -20.29% 0.70% 0.99 0.27 0.48
13
11.39% 8.66% 16.33% % % 12.51% 9.75% 17.40% % % 11.44% -12.74% -14.00% -0.52% 0.79 0.19 0.37
14
12.43% 9.59% 15.48% % % 14.00% 11.22% 17.31% % % 12.76% -12.07% -15.97% -0.01% 0.91 0.22 0.43
15
16.96% 8.83% 15.51% 13.07% 13.46% 17.94% 9.83% 16.65% 14.19% 14.56% 11.92% -18.22% -14.56% -2.11% 0.75 0.10 0.18
16
12.38% 5.31% 14.93% % % 13.72% 6.59% 16.47% % % 11.81% -15.24% -14.44% -3.48% 0.79 0.05 0.06
17
7.36% 10.76% 17.86% 11.30% 12.69% 8.10% 11.54% 18.67% 12.10% 13.57% 13.65% -9.43% -15.83% 0.08% 0.94 0.26 0.49
18
8.67% 13.98% 20.58% 13.83% 14.81% 10.30% 15.92% 22.72% 15.57% 16.04% 16.04% -12.42% -18.97% 4.06% 0.89 0.28 0.52
19
11.84% 11.22% 18.85% 16.02% 14.94% 12.89% 12.33% 20.14% 17.42% 16.29% 13.54% -16.21% -16.32% 0.21% 0.94 0.24 0.45
20
11.95% 11.39% % % % 13.46% 13.12% % % % 13.79% -12.42% -16.09% -1.41% 0.95 0.21 0.40
21
6.74% 8.12% 11.85% 9.99% 10.49% 7.97% 9.38% 13.19% 11.32% 11.87% 14.05% -12.35% -17.37% -0.13% 0.94 0.14 0.26
22
10.96% 2.20% 10.04% 9.55% 11.38% 11.98% 3.21% 11.21% 10.77% 12.67% 15.69% -21.97% -23.72% -8.20% 1.09 -0.03 -0.15

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Aditya Birla Sun Life Focused Equity Fund
-0.63
-1.34
-5.03
-6.55
-4.29
15.06
11.07
15.39
12.00
11.76
12.97
Baroda BNP Paribas Focused Fund
-0.53
-1.24
-8.65
-9.96
-10.68
11.74
CANARA ROBECO FOCUSED EQUITY FUND
-0.43
-1.01
-6.16
-5.21
0.00
18.81
12.88
Old Bridge Focused Equity Fund
-0.09
-0.62
-6.67
-10.18
-2.69
Dsp Focus Fund
-0.64
-1.51
-6.20
-7.63
-4.48
14.85
12.16
14.01
11.64
11.48
Edelweiss Focused Fund
-0.48
-1.26
-7.36
-6.42
-3.91
17.02
Franklin India Focused Equity Fund
-0.49
-1.08
-6.81
-7.95
-7.27
14.01
13.26
18.64
13.23
13.01
14.96
Hdfc Focused 30 Fund
-0.67
-0.71
-4.42
-4.12
-2.12
20.31
20.68
21.46
13.24
13.35
12.49
HSBC Focused Fund
-1.31
-2.67
-8.58
-6.84
-1.66
14.30
11.70
Icici Prudential Focused Equity Fund
-0.21
-0.87
-6.28
-7.47
-5.18
20.12
16.62
22.17
15.39
13.13
13.26
Bandhan Focused Equity Fund
-0.69
-1.95
-6.91
-3.77
5.66
22.77
13.60
16.46
10.96
11.73
10.81
Iifl Focused Equity Fund
-0.46
0.29
-6.48
-8.56
-8.88
11.84
11.22
18.85
16.02
14.94
Invesco India Focused Fund
-0.34
-2.13
-9.88
-7.73
0.41
29.08
16.32
ITI Focused Equity Fund
0.41
0.04
-6.99
-6.83
-4.53
18.61
JM Focused Fund
-0.53
-2.88
-8.18
-7.20
-4.71
14.78
15.75
14.97
11.58
12.50
Kotak Focused Equity Fund
-0.52
-0.79
-6.39
-8.11
-7.32
12.43
9.59
15.48
LIC MF Focused Fund
0.58
1.88
-4.03
-7.06
-4.35
13.04
Mahindra Manulife Focused Fund
0.03
0.57
-5.06
-8.05
-8.37
16.74
15.92
Mirae Asset Focused Fund
-1.09
-1.45
-7.04
-5.94
-0.17
12.38
5.31
14.93
Motilal Oswal Focused Fund
-0.08
-0.19
-8.00
-12.47
-8.51
6.74
8.12
11.85
9.99
10.49
Quant Focused Fund
0.80
0.42
-3.83
-8.40
-9.60
8.67
13.98
20.58
13.83
14.81
14.46
Nippon India Focused Equity Fund
-0.95
-1.27
-6.31
-8.70
-8.35
7.36
10.76
17.86
11.30
12.69
14.57
Sbi Focused Equity Fund
-0.39
0.46
-3.79
-3.38
-1.82
16.96
8.83
15.51
13.07
13.46
16.11
sundaram focused fund
-0.53
-0.98
-6.27
-6.82
-4.79
14.05
10.10
Sundaram Flexi Cap Fund
-0.53
-0.98
-6.27
-6.82
-4.79
14.05
10.10
Tata Focused Equity Fund
-0.15
-0.47
-6.87
-7.62
-4.96
12.04
12.34
17.26
Union Focused Fund
-0.08
-1.34
-6.88
-4.96
-3.60
11.39
8.66
16.33
UTI Focused Fund
-0.30
-1.07
-5.02
-8.57
-6.63
11.95
11.39
Axis Focused Fund
-0.22
-0.95
-7.10
-7.47
-4.39
10.96
2.20
10.04
9.55
11.38
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29
Aditya Birla Sun Life Focused Equity Fund
-0.62
-1.32
-4.95
-6.34
-3.84
16.15
12.14
16.47
13.07
12.88
Baroda BNP Paribas Focused Fund
-0.52
-1.20
-8.51
-9.55
-9.86
13.78
CANARA ROBECO FOCUSED EQUITY FUND
-0.40
-1.01
-6.06
-4.83
0.77
20.58
14.67
Old Bridge Focused Equity Fund
-0.09
-0.70
-6.68
-10.02
-2.25
Dsp Focus Fund
-0.63
-1.49
-6.12
-7.39
-3.98
16.06
13.35
15.23
12.78
12.52
Edelweiss Focused Fund
-0.47
-1.23
-7.24
-6.05
-3.15
18.92
Franklin India Focused Equity Fund
-0.49
-1.07
-6.75
-7.76
-6.89
14.92
14.19
19.62
14.23
14.14
Hdfc Focused 30 Fund
-0.67
-0.69
-4.34
-3.86
-1.57
21.72
22.25
22.94
14.52
14.60
HSBC Focused Fund
-1.30
-2.65
-8.49
-6.55
-1.07
15.67
13.20
Icici Prudential Focused Equity Fund
-0.20
-0.84
-6.19
-7.19
-4.62
21.56
18.09
23.68
16.73
14.47
Bandhan Focused Equity Fund
-0.69
-1.93
-6.81
-3.47
6.33
24.37
15.10
18.02
12.49
13.36
Iifl Focused Equity Fund
-0.46
0.31
-6.40
-8.35
-8.46
12.89
12.33
20.14
17.42
16.29
Invesco India Focused Fund
-0.35
-2.10
-9.76
-7.41
1.10
30.84
18.02
ITI Focused Equity Fund
0.42
0.07
-6.85
-6.41
-3.64
20.86
JM Focused Fund
-0.52
-2.85
-8.05
-6.83
-3.98
16.50
16.99
16.29
12.97
13.99
Kotak Focused Equity Fund
-0.52
-0.76
-6.28
-7.80
-6.67
14.00
11.22
17.31
LIC MF Focused Fund
0.58
1.90
-3.96
-6.84
-3.90
14.11
Mahindra Manulife Focused Fund
0.03
0.60
-4.93
-7.68
-7.62
18.68
18.05
Mirae Asset Focused Fund
-1.08
-1.43
-6.95
-5.66
0.42
13.72
6.59
16.47
Motilal Oswal Focused Fund
-0.08
-0.16
-7.91
-12.20
-7.98
7.97
9.38
13.19
11.32
11.87
Quant Focused Fund
0.80
0.45
-3.71
-8.05
-8.92
10.30
15.92
22.72
15.57
16.04
Nippon India Focused Equity Fund
-0.95
-1.26
-6.25
-8.54
-8.03
8.10
11.54
18.67
12.10
13.57
Sbi Focused Equity Fund
-0.38
0.47
-3.72
-3.18
-1.41
17.94
9.83
16.65
14.19
14.56
sundaram focused fund
-0.52
-0.96
-6.19
-6.58
-4.30
15.23
11.27
Sundaram Flexi Cap Fund
-0.52
-0.96
-6.19
-6.58
-4.30
15.23
11.27
Tata Focused Equity Fund
-0.14
-0.45
-6.75
-7.29
-4.28
13.67
14.12
19.27
Union Focused Fund
-0.08
-1.35
-6.80
-4.72
-3.17
12.51
9.75
17.40
UTI Focused Fund
-0.30
-1.04
-4.92
-8.27
-6.02
13.46
13.12
Axis Focused Fund
-0.22
-0.93
-7.02
-7.26
-3.97
11.98
3.21
11.21
10.77
12.67
Nifty 500 Total Return Index
-0.10
-0.49
-6.07
-7.08
-6.21
12.35
12.31
17.68
13.44
13.23
12.29

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
3.77
16.80
17.42
15.82
14.09
14.21
Baroda BNP Paribas Focused Fund
-4.69
CANARA ROBECO FOCUSED EQUITY FUND
8.31
19.22
Old Bridge Focused Equity Fund
Dsp Focus Fund
4.50
19.27
17.87
15.77
13.71
Edelweiss Focused Fund
5.02
Franklin India Focused Equity Fund
-0.32
16.89
20.32
18.24
15.91
16.69
Hdfc Focused 30 Fund
8.19
23.34
26.04
21.36
17.30
15.08
HSBC Focused Fund
4.44
18.61
Icici Prudential Focused Equity Fund
3.90
21.89
22.95
20.28
17.13
15.27
Bandhan Focused Equity Fund
16.07
22.98
19.97
16.94
14.83
13.05
Iifl Focused Equity Fund
-2.15
16.38
18.88
19.00
17.41
Invesco India Focused Fund
10.88
28.54
ITI Focused Equity Fund
4.38
JM Focused Fund
0.59
21.36
20.27
16.70
14.84
12.80
Kotak Focused Equity Fund
-0.50
14.76
16.76
LIC MF Focused Fund
3.98
Mahindra Manulife Focused Fund
-0.54
20.62
Mirae Asset Focused Fund
6.69
12.02
14.50
Motilal Oswal Focused Fund
-5.70
11.15
12.27
12.20
11.68
Quant Focused Fund
-7.67
16.61
20.12
18.53
16.41
16.83
Nippon India Focused Equity Fund
-2.31
13.49
18.06
16.61
14.83
15.95
Sbi Focused Equity Fund
8.14
15.88
16.76
15.99
15.23
15.88
sundaram focused fund
Tata Focused Equity Fund
1.77
17.46
19.15
Union Focused Fund
1.90
13.67
15.97
UTI Focused Fund
-0.17
15.86
Axis Focused Fund
-0.41
10.11
10.31
10.61
11.49

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
4.78
17.93
18.55
16.89
15.17
Baroda BNP Paribas Focused Fund
-2.87
CANARA ROBECO FOCUSED EQUITY FUND
9.96
21.04
Old Bridge Focused Equity Fund
Dsp Focus Fund
5.63
20.54
19.13
16.97
14.82
Edelweiss Focused Fund
6.76
Franklin India Focused Equity Fund
0.52
17.87
21.34
19.22
16.92
Hdfc Focused 30 Fund
9.46
24.89
27.65
22.77
18.58
HSBC Focused Fund
5.74
20.10
Icici Prudential Focused Equity Fund
5.18
23.40
24.50
21.71
18.46
Bandhan Focused Equity Fund
17.61
24.57
21.54
18.44
16.36
Iifl Focused Equity Fund
-1.20
17.53
20.13
20.32
18.76
Invesco India Focused Fund
12.46
30.33
ITI Focused Equity Fund
6.40
JM Focused Fund
2.18
22.84
21.62
18.04
16.21
Kotak Focused Equity Fund
0.93
16.44
18.58
LIC MF Focused Fund
4.99
Mahindra Manulife Focused Fund
1.15
22.76
Mirae Asset Focused Fund
8.00
13.36
15.99
Motilal Oswal Focused Fund
-4.56
12.47
13.62
13.54
13.04
Quant Focused Fund
-6.24
18.54
22.31
20.54
18.02
Nippon India Focused Equity Fund
-1.62
14.29
18.91
17.42
15.66
Sbi Focused Equity Fund
9.06
16.90
17.87
17.10
16.33
sundaram focused fund
Tata Focused Equity Fund
3.28
19.28
21.10
Union Focused Fund
2.92
14.81
17.12
UTI Focused Fund
1.20
17.58
Axis Focused Fund
0.53
11.16
11.44
11.79
12.75

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Focused Equity Fund -15.81 -12.22 -5.37 12.94 9.05
Canara Robeco Focused Equity Fund -14.10 -13.60 -4.86 12.39 8.49
Dsp Focus Fund -20.29 -16.32 -6.93 15.05 10.02
Franklin India Focused Equity Fund -14.41 -10.52 -5.03 12.85 9.29
Hdfc Focused 30 Fund -12.81 -5.26 -3.63 11.25 8.01
Hsbc Focused Fund -15.45 -16.19 -4.81 14.27 9.69
Icici Prudential Focused Equity Fund -15.72 -9.45 -5.78 13.26 9.41
Bandhan Focused Equity Fund -14.12 -15.06 -5.43 13.82 8.85
Iifl Focused Equity Fund -16.32 -16.21 -8.58 13.54 9.37
Invesco India Focused Fund -16.52 -18.54 -5.96 14.85 10.57
Jm Focused Fund -14.57 -11.57 -4.51 13.14 9.05
Kotak Focused Equity Fund -15.97 -12.07 -5.96 12.76 8.85
Mahindra Manulife Focused Fund -13.84 -9.49 -5.09 13.52 9.74
Mirae Asset Focused Fund -14.44 -15.24 -5.15 11.81 8.18
Motilal Oswal Focused Fund -17.37 -12.35 -6.41 14.05 9.88
Quant Focused Fund -18.97 -12.42 -6.71 16.04 11.14
Nippon India Focused Equity Fund -15.83 -9.43 -5.75 13.65 9.44
Sbi Focused Equity Fund -14.56 -18.22 -5.17 11.92 8.32
Tata Focused Equity Fund -15.29 -11.22 -4.01 13.42 9.26
Union Focused Fund -14.00 -12.74 -5.08 11.44 8.01
Uti Focused Fund -16.09 -12.42 -5.22 13.79 9.47
Axis Focused Fund -23.72 -21.97 -10.13 15.69 10.84

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Focused Equity Fund
0.45
0.24
0.59
0.37
1.71
0.98
0.95
0.06
1.09
2.0700
Canara Robeco Focused Equity Fund
0.64
0.34
0.65
0.40
4.42
0.88
0.90
0.09
1.31
3.0700
Dsp Focus Fund
0.48
0.27
0.55
0.40
0.70
0.99
0.82
0.07
1.17
1.6000
Franklin India Focused Equity Fund
0.72
0.36
0.82
0.43
3.33
0.90
0.91
0.10
1.41
1.4600
Hdfc Focused 30 Fund
1.37
0.75
1.52
0.41
11.40
0.79
0.92
0.20
2.08
8.3500
Hsbc Focused Fund
0.56
0.30
0.59
0.40
1.75
0.97
0.87
0.08
1.25
2.0800
Icici Prudential Focused Equity Fund
0.88
0.47
1.00
0.38
5.58
0.92
0.91
0.13
1.59
3.4800
Bandhan Focused Equity Fund
0.68
0.40
0.67
0.37
4.01
0.86
0.83
0.11
1.38
-1.9800
Iifl Focused Equity Fund
0.45
0.24
0.51
0.39
0.21
0.94
0.90
0.06
1.13
-0.3200
Invesco India Focused Fund
0.84
0.44
0.71
0.38
5.65
0.98
0.81
0.13
1.55
4.6300
Jm Focused Fund
0.95
0.53
0.93
0.36
9.86
0.88
0.74
0.14
1.58
9.3700
Kotak Focused Equity Fund
0.43
0.22
0.58
0.41
-0.01
0.91
0.94
0.06
1.10
-1.3700
Mahindra Manulife Focused Fund
0.82
0.42
0.96
0.38
4.71
0.94
0.90
0.12
1.52
3.7100
Mirae Asset Focused Fund
0.06
0.05
0.31
0.36
-3.48
0.79
0.84
0.01
0.70
-5.7200
Motilal Oswal Focused Fund
0.26
0.14
0.48
0.41
-0.13
0.94
0.73
0.04
0.90
-0.7700
Quant Focused Fund
0.52
0.28
0.70
0.36
4.06
0.89
0.57
0.09
1.21
2.8800
Nippon India Focused Equity Fund
0.49
0.26
0.72
0.38
0.08
0.94
0.88
0.07
1.18
-0.5300
Sbi Focused Equity Fund
0.18
0.10
0.33
0.41
-2.11
0.75
0.76
0.03
0.83
-6.7100
Tata Focused Equity Fund
0.64
0.34
0.75
0.37
2.58
0.96
0.95
0.09
1.33
2.7200
Union Focused Fund
0.37
0.19
0.50
0.36
-0.52
0.79
0.89
0.05
1.03
-3.8300
Uti Focused Fund
0.40
0.21
0.57
0.44
-1.41
0.95
0.88
0.06
1.07
-2.8700
Axis Focused Fund
-0.15
-0.03
0.14
0.41
-8.20
1.09
0.82
-0.02
0.47
-9.9700

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 13,807.20 12,244.06 49,320.00 46,174.75 122,748.00 92,732.64 185,732.40 147,702.24 364,908.00 250,628.16 1,121,202.00 575,981.82
Baroda BNP Paribas Focused Fund 13,408.80 11,692.68
CANARA ROBECO FOCUSED EQUITY FUND 14,257.20 12,533.98 51,782.40 47,779.96
Old Bridge Focused Equity Fund
Dsp Focus Fund 13,782.00 12,290.82 50,796.00 47,816.24 115,578.00 93,774.06 181,549.20 147,439.91 355,620.00 245,682.60
Edelweiss Focused Fund 14,042.40 12,323.92
Franklin India Focused Equity Fund 13,681.20 11,978.93 52,311.60 46,233.97 141,048.00 99,543.66 200,508.00 161,049.67 407,856.00 276,397.68 1,457,568.00 714,952.80
Hdfc Focused 30 Fund 14,437.20 12,526.68 63,273.60 50,597.75 158,604.00 114,260.58 200,516.40 179,989.40 420,048.00 297,862.68 1,051,668.00 621,418.32
HSBC Focused Fund 13,716.00 12,287.09 50,166.00 47,368.69
Icici Prudential Focused Equity Fund 14,414.40 12,252.24 57,103.20 49,594.54 163,320.00 106,088.52 228,799.20 173,166.42 411,900.00 295,197.72 1,165,644.00 631,817.64
Bandhan Focused Equity Fund 14,732.40 13,022.10 52,776.00 50,349.31 128,532.00 98,704.08 173,997.60 153,751.67 363,840.00 260,774.04 839,142.00 521,477.28
Iifl Focused Equity Fund 13,420.80 11,859.92 49,528.80 45,895.00 142,290.00 96,111.12 237,627.60 165,434.72 482,772.00 299,759.28
Invesco India Focused Fund 15,489.60 12,696.55 56,660.40 54,315.00
ITI Focused Equity Fund 14,233.20 12,283.30
JM Focused Fund 13,773.60 12,038.41 55,836.00 49,231.26 120,522.00 99,409.32 180,877.20 152,403.13 389,580.00 260,939.04 510,034.86
Kotak Focused Equity Fund 13,491.60 11,967.16 47,383.20 44,848.51 123,222.00 91,260.06
LIC MF Focused Fund 13,564.80 12,257.40
Mahindra Manulife Focused Fund 14,008.80 11,964.92 56,080.80 48,729.82
Mirae Asset Focused Fund 13,485.60 12,431.15 42,044.40 43,107.30 120,312.00 86,314.86
Motilal Oswal Focused Fund 12,808.80 11,625.73 45,500.40 42,560.39 105,012.00 81,687.84 163,623.60 129,778.07 325,380.00 220,417.20
Quant Focused Fund 13,040.40 11,494.80 53,308.80 46,047.64 152,946.00 99,053.70 207,950.40 162,688.09 477,384.00 283,963.92 1,364,094.00 723,953.16
Nippon India Focused Equity Fund 12,883.20 11,848.85 48,916.80 44,033.90 136,440.00 94,199.64 177,727.20 151,960.96 396,372.00 260,866.08 1,384,380.00 670,257.54
Sbi Focused Equity Fund 14,035.20 12,523.19 46,404.00 45,572.72 123,408.00 91,247.40 198,450.00 148,609.36 424,104.00 266,460.72 1,691,712.00 666,521.82
sundaram focused fund 13,686.00 48,045.60
Tata Focused Equity Fund 13,444.80 12,114.74 51,037.20 46,605.24 133,032.00 96,732.90
Union Focused Fund 13,366.80 12,123.02 46,184.40 44,150.80 127,824.00 89,497.20
UTI Focused Fund 13,434.00 11,989.02 49,752.00 45,556.02
Axis Focused Fund 13,315.20 11,973.26 38,430.00 41,920.09 96,828.00 77,796.42 159,037.20 122,608.50 352,452.00 218,223.72

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Focused Equity Fund 13,938.00 12,308.50 50,767.20 46,920.92 128,622.00 95,339.28 198,466.80 153,493.20 402,912.00 265,586.76
Baroda BNP Paribas Focused Fund 13,653.60 11,812.51
CANARA ROBECO FOCUSED EQUITY FUND 14,469.60 12,638.95 54,277.20 49,010.90
Old Bridge Focused Equity Fund
Dsp Focus Fund 13,927.20 12,363.55 52,430.40 48,674.84 121,884.00 96,694.92 194,997.60 153,896.40 390,468.00 260,727.24
Edelweiss Focused Fund 14,270.40 12,435.68
Franklin India Focused Equity Fund 13,790.40 12,033.49 53,607.60 46,881.72 146,922.00 102,031.20 213,200.40 166,761.00 450,528.00 291,827.16
Hdfc Focused 30 Fund 14,606.40 12,607.21 65,768.40 51,692.04 168,498.00 118,750.86 216,980.40 189,207.90 468,768.00 319,141.44
HSBC Focused Fund 13,880.40 12,370.18 52,221.60 48,375.68
Icici Prudential Focused Equity Fund 14,587.20 12,334.45 59,281.20 50,641.09 173,640.00 110,136.42 248,026.80 182,192.22 463,608.00 317,161.32
Bandhan Focused Equity Fund 14,924.40 13,117.34 54,896.40 51,466.68 137,352.00 102,543.48 191,478.00 162,199.13 420,588.00 283,249.56
Iifl Focused Equity Fund 13,546.80 11,921.87 51,026.40 46,654.06 150,168.00 99,086.04 258,501.60 173,439.84 542,880.00 322,292.04
Invesco India Focused Fund 15,700.80 12,795.95 59,176.80 55,634.40
ITI Focused Equity Fund 14,503.20 12,412.82
JM Focused Fund 13,980.00 12,141.53 57,646.80 50,254.31 127,596.00 102,730.56 197,316.00 159,868.46 444,564.00 280,962.60
Kotak Focused Equity Fund 13,680.00 12,060.40 49,532.40 45,936.14 133,314.00 95,418.48
LIC MF Focused Fund 13,693.20 12,322.25
Mahindra Manulife Focused Fund 14,241.60 12,075.01 59,227.20 50,194.12
Mirae Asset Focused Fund 13,646.40 12,514.14 43,592.40 43,950.78 128,574.00 89,542.98
Motilal Oswal Focused Fund 12,956.40 11,701.46 47,106.00 43,386.88 111,474.00 84,466.98 177,970.80 136,148.38 368,556.00 236,955.00
Quant Focused Fund 13,236.00 11,590.06 56,070.00 47,325.46 167,016.00 104,456.16 231,319.20 174,777.71 531,420.00 309,744.24
Nippon India Focused Equity Fund 12,972.00 11,894.40 49,953.60 44,543.05 141,222.00 96,177.72 186,832.80 156,389.44 428,268.00 272,767.08
Sbi Focused Equity Fund 14,152.80 12,581.90 47,692.80 46,239.08 129,570.00 93,768.66 212,612.40 154,630.56 467,016.00 282,732.00
sundaram focused fund 13,827.60 49,590.00
Tata Focused Equity Fund 13,640.40 12,212.68 53,510.40 47,818.15 144,828.00 101,440.20
Union Focused Fund 13,501.20 12,188.87 47,584.80 44,880.70 133,836.00 92,049.30
UTI Focused Fund 13,615.20 12,078.00 52,106.40 46,685.45
Axis Focused Fund 13,437.60 12,034.31 39,578.40 42,569.06 102,066.00 80,018.40 171,880.80 127,905.04 395,712.00 233,337.00